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If you are using TurboTax Online, you cannot prepare and file a tax return for another person using an existing TurboTax account. You'll need to create a new account, distinct from the account you used to file the first return.   If you are using TurboTax Desktop, you can start a new return by clicking on Start a new return on the Welcome page of TurboTax.   Please read this TurboTax Help topic on how to start a new tax return for another person.

This question is used to determine if the sale was short-term (less than a year) or long-term (one year or more). If the sale was entirely one or the other, enter a date that will reflect the length of time that the asset was held.   If you had both short- and long-term assets in the "various" category, you may need to split your entry into two lines, one for each type of asset.

Here are the exact steps on how to report this in TurboTax.   Step 1: Enter the Forms Individually Open your return and go to Federal > Wages & Income. Scroll down to Retirement Plans and Social Security and click Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). Choose to manually enter your 1099-R (or import them). Repeat this for the other two 1099-R forms. Step 2: The "RMD" Interview (The Important Part) Once all three forms are entered and you click Continue, TurboTax will realize you are of RMD age (73 or older) and will trigger a specific "Required Minimum Distribution" interview.   "Did you inherit this IRA?": Answer No (unless applicable). "What did you do with the money?": Select "I did something else with it (cashed out, etc.)". Do not select rollover, as RMDs cannot be rolled over. "Let’s see if you took your full RMD": TurboTax will ask if the distribution you just entered was a Required Minimum Distribution. Select "Yes, this withdrawal was an RMD." It will then ask: "Was all of this money an RMD?" Select "All of this money was an RMD." Repeat for each 1099-R: TurboTax will cycle through these questions for each of the three forms you entered. Step 3: Final Verification After you finish the screens for all three forms, TurboTax will often show a summary screen. It may ask one final catch-all question: "Did you miss a required distribution from any retirement accounts?" Since your total withdrawals ($55,363.09) met your total requirement, select No.   Why this works: TurboTax takes your answers from these screens to ensure that Form 5329 (the "penalty form") is not triggered. By telling the software "All of this money was an RMD," you are internally tagging that income to satisfy the IRS RMD requirement.   @Army1942     

If you need to fix an import error on your Form 1099-DIV, the best way to fix it is to delete it and re-enter it manually using the steps listed below. If you are using TurboTax Online you can delete a Form 1099-DIV as follows: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 1099-DIV" If you are using TurboTax Desktop, you can delete a Form 1099-DIV as follows: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 1099-DIV" In your right panel at the bottom of Form 1099-DIV, click on "Delete Form" Click on "Yes" to confirm the deletion.  You can easily get back to the TurboTax screen where you will re-enter your Form 1099-DIV as follows: Click on "Search" at the top right of your TurboTax screen. Type "Form 1099-DIV" in the search box. Click on the link "Jump to Form 1099-DIV" Select Add investments Select Skip Import and Continue Click on the box that says Dividends, (it will turn green) and select Continue Enter your 1099-DIV information and continue through your TurboTax screens  Make sure all follow-up questions are answered.   Click here for Where do I enter my 1099-DIV in TurboTax Online? Please return to Community if you have any additional information or questions and we would be happy to help.

nope you just need to move the .tax2024 file over and use that to transfer on Mac. Some folks have reported issues with doing the transfer after starting a new return on Mac it hangs at "Continue", if you get stuck instead do Open Tax Return in TT2025 and open the .tax2024 file directly and it will kick off the transfer into a new return.   if you're retiring an old PC remember to save the PDFs with all forms and worksheets for your records and do this every year when you file, don't rely on later accessing old .tax files or s/w as Turbotax does not support reinstallation/reactivation of software after 4 years (current year + 3 prior)

Not sure what problem you are having, but you could have a pdf reader problem. Do you have Adobe Reader on your computer?   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

I was able to resolve this with telephone support.  Go back to your state tax return, click on edit, under Business and Investment Credits REVISIT the Pass-Through Entity Elective Tax Payment Credit.  Here you can remove the zero and leave the field blank.

None of the factors for using "0" as the AGI apply to us. We have filed every year for years using TurboTax as "married filing jointly" and have never filed late. Should we use "0" anyway? For both of us or just her?   Would having a VPN turned on my windows pc have anything to do with it? I don't see why it would but I'm not leaving anything out.    Edit & Correction: I put 2025 AGI above but I'm filing a 2025 1040SR, therefore I submitted the 2024 AGI. 

Are you referring to the new $24,000 Wisconsin Retirement Income Subtraction?  Or are you referring to something else?  Please clarify.   If this is what you are referring to, you will have to amend your Wisconsin 2025 income tax return to claim the Subtraction.   If you used TurboTax Online, log in to your account and select Amend a return that was filed and accepted.   See also this TurboTax Help. Wisconsin website states:   Retirement Income Subtraction    Wisconsin has two potential subtractions for taxable distributions from qualified retirement plans and individual retirement accounts.    1) Up to $24,000 ($48,000 for certain joint filers) of qualified retirement income may be subtracted from Wisconsin income if you (or your spouse if married filing joint return) were age 67 or older on December 31, 2025. Taxpayers claiming this subtraction on their 2025 Wisconsin income tax return may not claim any Wisconsin income tax credit in computing their refund or balance due for the year.   In TurboTax, in the Wisconsin state income tax return, at the screen Wisconsin Retirement Income Subtraction (Credit Restricted), select Yes.